Fourth Quarter and Full Year 2025 Financial Results February 12, 2026 Forward-Looking Statements This presentation contains forward-looking statements, which reflect the current views of Zoetis with respect to: business plans or prospects, future operating or financial performance; future guidance, future operating models, R&D costs; timing and likelihood of success; expectations regarding products, product approvals or products under development and expected timing of product launches; expectations regardi ...

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Financial Performance - The company reported Q4 2025 revenue of $2.4 billion, a 3% increase from Q4 2024, with 4% organic operational growth[3]. - Net income for Q4 2025 was $603 million, or $1.37 per diluted share, reflecting increases of 4% and 6% respectively on a reported basis[4]. - For the full year 2025, revenue was $9.5 billion, up 2% from 2024, with 6% organic operational growth[5]. - Full year 2025 net income was $2.7 billion, or $6.02 per diluted share, representing increases of 8% and 10% respectively on a reported basis[6]. - Adjusted net income for full year 2025 was $2.8 billion, or $6.41 per diluted share, with 7% organic operational growth[6]. - Total revenue for the full year 2025 reached $9,467 million, reflecting a 2% growth from $9,256 million in 2024[28]. - For the twelve months ended December 31, 2025, net income attributable to Zoetis was $2,847 million, an increase of 6% from $2,693 million in 2024[35]. - Diluted earnings per share for 2025 was $6.41, up from $5.92 in 2024, reflecting a 8.3% increase[35]. - Adjusted net income for the twelve months ended December 31, 2025, was $2,847 million, a 6% increase compared to $2,693 million in 2024[45]. Revenue Breakdown - U.S. segment revenue for Q4 2025 was $1.2 billion, a 2% decrease on a reported basis, while International segment revenue was $1.1 billion, an 8% increase[8][9]. - Companion Animal revenue for the twelve months ended December 31, 2025, was $6,587 million, a 5% increase from $6,278 million in 2024[56]. - Livestock revenue for the twelve months ended December 31, 2025, decreased by 5% to $2,764 million compared to $2,898 million in 2024[56]. - Contract Manufacturing & Human Health revenue increased by 45% to $116 million for the twelve months ended December 31, 2025[56]. - Total international revenue for 2025 reached $4,254 million, a 4% increase from $4,102 million in 2024, with operational revenue growth of 5%[59]. Guidance and Future Outlook - The company provided full year 2026 revenue guidance of $9.825 - $10.025 billion, expecting 3% to 5% organic operational growth[4]. - Zoetis plans to continue its focus on innovation and market expansion in 2026, with guidance indicating potential growth in key product areas[47]. - Revenue guidance for full year 2026 is projected to be between $9,825 million and $10,025 million, reflecting organic operational growth of 3% to 5%[48]. - Adjusted diluted EPS is expected to be between $7.00 and $7.10, with adjusted net income projected at $2,975 million to $3,025 million[48]. Expenses and Profitability - Research and development expenses for Q4 2025 were $199 million, a 7% increase from $186 million in Q4 2024[28]. - Selling, general and administrative expenses decreased by 1% to $619 million in Q4 2025 from $625 million in Q4 2024[28]. - The gross profit for Q4 2025 was $1,675 million, with a gross margin of approximately 70.1%[31]. - Non-GAAP adjusted net income for Q4 2025 was $648 million, compared to $632 million in Q4 2024, representing a 3% increase[31]. - The company reported a provision for taxes on income of $158 million for Q4 2025, a 5% increase from $151 million in Q4 2024[28]. - Interest expense for Q4 2025 was $57 million, a 12% increase from $51 million in Q4 2024[28]. - Adjusted cost of sales for 2025 was $2,657 million, a decrease of 2% from $2,714 million in 2024[45]. - Selling, general and administrative expenses for 2025 were $2,344 million, a 2% increase from $2,301 million in 2024[45]. - Research and development expenses for 2025 were $696 million, a 2% increase from $684 million in 2024[45]. - The adjusted SG&A expenses as a percentage of revenue decreased from 30.5% in 2024 to 29.7% in 2025[45]. - The company reported a gross profit margin of 71.9% for 2025, compared to 71.1% in 2024[35]. Acquisitions and Milestones - The company achieved key milestones in 2025, including regulatory approvals for long-acting OA pain products Lenivia and Portela[7]. - Zoetis acquired Veterinary Pathology Group (VPG) to enhance its diagnostic capabilities and expand its diagnostics portfolio[14]. - The company expects to receive significant approvals in major markets annually for the next several years, with 12 pipeline candidates having blockbuster potential[13].

PARSIPPANY, N.J.--(BUSINESS WIRE)---- $ZTS #animalhealth--Zoetis Inc. (NYSE: ZTS), the world's leading animal health company, today reported its financial results for the fourth quarter and full year 2025 and provided full year guidance for 2026. The company reported revenue of $2.4 billion for the fourth quarter of 2025, an increase of 3% compared with the fourth quarter of 2024. On an organic operational1 basis, revenue for the fourth quarter of 2025 increased 4% compared with the fourth quarter of 2024. ...

Zoetis Inc. (NYSE:ZTS) will release earnings for its fourth quarter before the opening bell on Thursday, Feb. 12.Analysts expect the Parsippany, New Jersey-based company to report quarterly earnings at $1.4 per share, compared to $1.4 per share in the year-ago period. The consensus estimate for Zoetis quarterly revenue is $2.36 billion (it reported $2.32 billion last year), according to Benzinga Pro.On Dec. 16, Zoetis announced pricing of $1.75 billion convertible senior notes offering.Shares of Zoetis rose ...

Core Viewpoint - Zoetis Inc. is expected to report stable earnings and revenue for its fourth quarter, with analysts projecting earnings per share to remain at $1.4 and revenue to increase slightly to $2.36 billion from $2.32 billion in the previous year [1][2]. Financial Performance - The anticipated earnings per share for Zoetis in the fourth quarter is $1.4, consistent with the same period last year [1]. - The consensus estimate for quarterly revenue is $2.36 billion, reflecting a growth from $2.32 billion reported in the previous year [1]. Recent Developments - On December 16, Zoetis announced the pricing of a $1.75 billion convertible senior notes offering, indicating a significant capital-raising effort [1]. - Shares of Zoetis rose by 0.4%, closing at $128.67 on Wednesday, suggesting a positive market response [2].

Key Takeaways Zoetis is set to report Q4 2025 results, with revenue and EPS estimates at $2.37B and $1.40, respectively.U.S. segment sales likely fell on lower companion animal product demand, with revenues estimated at $1.27B.International revenues are projected to rise to $1.06B, driven by stronger companion animal product sales.Zoetis, Inc. (ZTS) is expected to beat expectations when it reports its fourth-quarter 2025 earnings on Feb. 12, 2026, before the opening bell.The Zacks Consensus Estimate for the ...

Wall Street analysts forecast that Zoetis (ZTS) will report quarterly earnings of $1.40 per share in its upcoming release, pointing to no change from the year-ago quarter. It is anticipated that revenues will amount to $2.37 billion, exhibiting an increase of 2.1% compared to the year-ago quarter.Over the last 30 days, there has been an upward revision of 0.3% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of thei ...

Zoetis (NYSE: ZTS) tanked after its November earnings release. Will history repeat itself pre-market on Feb. 12, when the animal healthcare company releases results for the fourth quarter of 2025? That's the question on the minds of many investors, less than a week before its earnings report hits the street. Whether the stock rallies after earnings or falls further afterward may depend on how closely the guidance updates align with current expectations. Fortunately for Zoetis, with expectations already wa ...

Pelican Bay Capital Management (PBCM), an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. PBCM Concentrated Value Strategy returned 8.5% in the quarter, compared to a 3.8% return for the Russell 1000 Value Index. The robust performance of AI-related stocks and commodities exposure drove the Strategy’s performance in the quarter. For the full year, the Strategy returned 20.6% compared to 15.9% for the Index. The firm seeks to inve ...